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MAIS Home Groups & Communities UL Program & Services UL Meeting Agendas

Financial Unit Liaison
Meeting Agenda
Wednesday, April 18, 2007, 8:30 - 10:30 a.m., Johnson Rooms, Lurie Engineering Center, North Campus

Welcome: Jan Eckert

  • Doug Mills (Interim) - Office of Undergrad Admissions
  • Jeffrey Craft - College of Literature, Science, and the Arts
  • Joan Roesenthal - Botanical Gardens and Arboretum
  • Michelle Myers - M-Care
  • Shane Fortune - Ross School of Business
  • Tammy Bimer - Kinesiology

BusinessObjects Upgrade Update: Wendy Ogletree
PowerPoint

BusinessObjects Upgrade Unit Readiness Checklist for Unit Liaisons: Jan Eckert
Handout - Revised 04-26-2007

Real-Time Financials (RTF): Thom Madden, Todd Ayotte, and Lisa Harris
PowerPoint - Real-Time Financials Overview
PowerPoint - Data Warehouse Overview
PowerPoint - Get Committed - Use Unit Defined Commitments

M-marketsite New Functionality "Assign a Cart": Andy Aiello
PowerPoint

Announcements and Reminders: Jan Eckert

  • When deleting a user's Financial Access, because the user has left U-M or transferred to another
    U-M unit, please be sure to complete the "Reassign Worklist" section on the M1-Cover.
  • Dates for your calendar:
    • Wednesday, May 16, 8:30 - 10:30 a.m., Financial UL Meeting
    • Friday, June 15, 8:30 - 10:30 a.m., Joint Financial & HRMS UL Meeting (tentative)
    • Wednesday, June 20, 8:30 - 10:30 a.m., Financial UL Meeting (if there isn't a Joint UL Meeting on June 15)
  • Schedule of Unit Liaison Meetings
  • Notify Jan Eckert to identify a new or interim Unit Liaison when a Unit Liaison is leaving the unit or on leave.